See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,591 | $157,256-54.5% | $141,162-49.3% | $152,861-53.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 31.12% | 64.32%-33.2pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $6,638 | $5,261+26.2% | $4,735+40.2% | $4,762+39.4% |
| Participant deferral / active EE | $18,098 | $7,109+154.6% | $6,709+169.8% | $5,850+209.4% |
| Admin fee / account holder | $708 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |